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S2, E1: Unlocking charitable opportunities with complex assets
Manage episode 405862102 series 3550360
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This is the first of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series we will discuss the various areas of complex assets such as real estate, business interest, passion assets, alternative investments, and qualified appraisals – and we will bring in top experts in these fields.
In our first episode, Kim Ledger brings on a fellow specialist on complex assets, Katie Collin. Complex Gift and Grant Director here at Ren to discuss how advisors can unlock charitable opportunities with complex assets.
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